- The Operating Account appears as the Source from the dropdown menu when recording a payment on a bill, along with Direct Payment and Credit Card. Why is that?
- Why is there a balance in my Operating account?
- Why is there a balance in my Operating account in dropdown?
- Clio Manage
Contact's Operating Account has a positive balance. This means that there is a surplus of funds in the Operating Account because there are funds in the operating account being held for that client.
Use the funds to make a payment OR transfer the funds to trust account.